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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,701 | $162,821-47.4% | $133,978-36.0% | $158,982-46.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.11% | 41.95%-15.8pp | 45.10%-19.0pp | 302.99%-276.9pp |
| Employer contribution / active EE | $8,253 | $4,976+65.9% | $3,919+110.6% | $4,763+73.3% |
| Participant deferral / active EE | $11,701 | $5,910+98.0% | $5,047+131.8% | $5,983+95.6% |
| Admin fee / account holder | $3,062 | $11,742-73.9% | $8,930-65.7% | $11,252-72.8% |